2020-11-14T14:17:36-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 461368531 STATE INNOVATION EXCHANGE STAT 6084408255 PO BOX 260230 MADISON WI 53726 JESSIE ULIBARRI EXECUTIVE DIRECTOR 6084408255 2020-11-14 1 FREDERICK LONGWOOD P00439715 2022932200 2020-11-14 2019 2022-09-23 18:48:47Z JESSIE ULIBARRI PO BOX 260230 MADISON WI 53726 8397166 0 X WWW.STATEINNOVATION.ORG X 2014 CA THE STATE INNOVATION EXCHANGE (SIX) IS A NONPARTISAN, VALUES BASED RESOURCE CENTER THAT SUPPORTS STATE LEGISLATORS AND THE GENERAL PUBLIC THROUGH PROVIDING EDUCATIONAL RESOURCES AND RESEARCH ON PROGRESSIVE POLICY. 12 12 29 12 0 0 5513208 8269328 64052 125503 -613 -2263 429 1439 5577076 8394007 0 0 0 0 2593181 2909906 0 12000 164818 2001853 3136839 4595034 6058745 982042 2335262 2400820 4372952 667906 304776 1732914 4068176 X THE STATE INNOVATION EXCHANGE (SIX) IS A NONPARTISAN RESOURCE AND STRATEGY CENTER THAT SUPPORTS STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS BY PROVIDING EDUCATIONAL RESOURCES, RESEARCH, AND TRAININGS ON PROGRESSIVE PUBLIC POLICY. 0 0 2084380 25000 LEGISLATIVE AFFAIRS: SIX PROVIDES LOCAL TECHNICAL ASSISTANCE AND EDUCATIONAL SUPPORT TO STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS ON A WIDE ARRAY OF PROGRESSIVE PUBLIC POLICY TOPICS. THIS INCLUDES DEVELOPING CUSTOMIZED POLICY RESEARCH, CREATING POLICY EDUCATION MATERIALS, CONDUCTING ISSUE BRIEFINGS, HOSTING SKILL-BASED TRAININGS, CONDUCTING PUBLIC OPINION RESEARCH, AND FACILITATING LOCAL, REGIONAL, AND NATIONAL CONVENINGS. 899510 100000 SIX'S REPRODUCTIVE RIGHTS PROGRAM ORGANIZES AND FACILITATES THE REPRODUCTIVE FREEDOM LEADERSHIP COUNCIL (RFLC), A NONPARTISAN GROUP OF STATE LEGISLATORS. THE RFLC EDUCATES AND ENGAGES LEGISLATORS AND THE GENERAL PUBLIC ON ISSUES RELATED TO REPRODUCTIVE HEALTH, RIGHTS AND JUSTICE, THROUGH SKILL AND ISSUE-BASED TRAININGS, CONVENINGS, PUBLIC OPINION RESEARCH, AND PUBLIC POLICY EDUCATION. 529239 503 DEMOCRACY: SIX'S DEMOCRACY PROGRAM IS A NATIONAL INITIATIVE THAT WORKS WITH STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS TO BE DYNAMIC CHAMPIONS FOR A POWERFUL, INCLUSIVE AND PARTICIPATORY DEMOCRACY. THE PROJECT PROVIDES PUBLIC POLICY RESEARCH, BILL TRACKING, ISSUE BRIEFINGS, SKILL AND ISSUE-BASED TRAININGS, AND REGIONAL AND NATIONAL CONVENINGS. 1395266 SPECIAL PROJECTS 1395266 4908395 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X THE ORGANIZATION 6084408255 PO BOX 260230 MADISON WI 53726 MARY KUSLER CHAIR 2.00 0.00 X X 0 0 0 KATE VILLERS VICE CHAIR 1.00 0.00 X X 0 0 0 BRIAN WEEKS SECRETARY 1.00 0.50 X X 0 0 0 JOEL ROGERS TREASURER 1.00 0.00 X X 0 0 0 NAOMI ABERLY DIRECTOR 0.50 0.00 X 0 0 0 SCOTT ANDERSON DIRECTOR 0.50 0.50 X 0 0 0 CATHY DUVALL DIRECTOR 1.00 0.00 X 0 0 0 RAJ GOYLE DIRECTOR 0.50 0.00 X 0 0 0 KIRSTEN HARRIS-TALLEY DIRECTOR 0.50 0.00 X 0 0 0 ERIN MAYE QUADE DIRECTOR 0.50 0.00 X 0 0 0 MICHELLE RINGUETTE DIRECTOR 1.00 1.00 X 0 0 0 PEGGY SHOREY DIRECTOR 1.00 0.00 X 0 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 38.00 2.00 X 187602 9874 32527 NEHA PATEL CO-EXECUTIVE DIRECTOR 38.00 2.00 X 185491 9763 34982 VICTORIA SIMARANO VP, LEGISLATIVE AFFAIRS 38.00 2.00 X 132129 6954 41411 KELLY BADEN VP, REPRODUCTIVE RIGHTS 38.00 2.00 X 129987 6841 13669 MOLLY NOBLE VP, OPERATIONS 38.00 2.00 X 114411 6022 12751 749620 39454 135340 5 0 1 0 SNYDER STRATEGIES 7600 16TH STREET NW WASHINGTON DC 20012 COMMUNICATIONS CONSULTING 130966 KENDRA KIMBIRAUSKAS 39006 RICHARDSON GAP RD SCIO OR 97374 CONSULTING 104238 2 8269328 8269328 PROGRAM REVENUE 900099 125000 125000 PARTICIPANT FEES 900099 503 503 125503 896 3159 -2263 -2263 -2263 MISCELLANEOUS REVENUE 900099 1439 1439 1439 8394007 125503 0 -824 X 438003 348752 71830 17421 1610199 1282092 264065 64042 71506 56935 11727 2844 594148 473080 97437 23631 196050 156102 32151 7797 28682 20893 7395 394 94731 69007 24423 1301 12000 12000 1648247 1390091 256497 1659 50443 28798 21276 369 27955 19336 8273 346 60701 23240 37461 359609 301579 43292 14738 441638 370372 53167 18099 13213 13213 5785 2083 3702 DATA & RESEARCH 340134 340134 DUES & SUBSCRIPTIONS 45868 16510 29353 5 STAFF COSTS 12486 9095 3219 172 MISCELLANEOUS 6526 0 6526 0 821 296 525 6058745 4908395 985532 164818 1926250 3132871 412399 767838 4877 37658 50575 21070 18831 29505 38463 405080 2400820 4372952 474525 161782 193381 142994 667906 304776 X -341554 1340424 2074468 2727752 1732914 4068176 2400820 4372952 2335262 0 X 0 1 X 1 0 X 1393573 1765516 4379194 5513208 8269328 21320819 1393573 1765516 4379194 5513208 8269328 21320819 7007767 14313052 429 1439 1868 21322687 239555 0.67130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 429. 2019 AMOUNT: $ 1,439. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19901 19901 6130087 6149988 457499 114375 0 0 379782 457499 837281 1255922 64701 19901 84602 94946 114375 209321 313982 50575 21070 29505 29505 DUE FROM RELATED ENTITIES 400625 DEPOSITS 4455 405080 ACCRUED PAYROLL 142994 142994 8485250 88980 2263 91243 8394007 0 8394007 6149988 88980 2263 91243 6058745 0 6058745 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS INCLUDED WITH EXPENSES ON AFS 2,263. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS INCLUDED WITH EXPENSES ON AFS 2,263. X 0 0 0 0 0 0 0 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 187602 9874 0 0 0 0 5970 314 25319 1333 218891 11521 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 185491 9763 0 0 0 0 7104 374 26516 1396 219111 11533 0 0 VICTORIA SIMARANO VP, LEGISLATIVE AFFAIRS 132129 6954 0 0 0 0 6855 361 33797 1779 172781 9094 0 0 KELLY BADEN VP, REPRODUCTIVE RIGHTS 129987 6841 0 0 0 0 6144 323 7195 379 143326 7543 0 0 FORM 990, PART VI, SECTION A, LINE 4 SEVERAL AMENDMENTS TO THE BYLAWS WERE MADE TO REVISE AND CLARIFY THE LENGTH OF TERMS AND THE PROCESS FOR ELECTING DIRECTORS AND OFFICERS; THE EXPECTATION FOR DIRECTOR PARTICIPATION IN MEETINGS OF THE CORPORATION; AND DESIGNATION OF THE EXECUTIVE DIRECTOR AS A NONVOTING, EX-OFFICIO DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR SIGNS A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST, HAS READ AND UNDERSTANDS THE POLICY AND AGREE TO COMPLY WITH THE POLICY. ALL SUCH STATEMENTS ARE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR MONITORS THE POLICY. IF THERE IS CAUSE TO BELIEVE THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD AND APPROPRIATE ACTION IS TAKE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE SALARY FOR THE ED AND IT IS APPROVED BY A VOTE OF BOARD MEMBERS. IN 2019 SIX CONDUCTED A COMPENSATION ANALYSIS TO COMPARE CURRENT SIX STAFF SALARIES, INCLUDING THE EXECUTIVE DIRECTORS, TO OTHER COMPARABLE POSITIONS IN THE MARKET. WE KEEP RECORDS OF ALL SALARIES AND SALARY CHANGES WITH THE SUPPORT OF OUR THIRD PARTY PAYROLL COMPANY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 319,212. MANAGEMENT AND GENERAL EXPENSES 112,978. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 432,190. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 364,955. MANAGEMENT AND GENERAL EXPENSES 129,168. FUNDRAISING EXPENSES 903. TOTAL EXPENSES 495,026. PAYROLL OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 40,105. MANAGEMENT AND GENERAL EXPENSES 14,194. FUNDRAISING EXPENSES 756. TOTAL EXPENSES 55,055. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 66,246. MANAGEMENT AND GENERAL EXPENSES 157. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,403. DEMOCRACY & SPECIAL PROJECT CONTRACTS: PROGRAM SERVICE EXPENSES 599,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 599,573. SIX ACTION PO BOX 260230 MADISON WI 53726 203169871 SOCIAL WELFARE ORG. CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SIX ACTION N 140911 FMV